April 2012 – Quarterly Investment Newsletter. Bonds: The Challenge Ahead
Bonds. Boring, right? Well, as I have written in previous newsletters, they play a pivotal role in your portfolio.
“First of all, what are bonds?” you ask. Not a dumb question. I would say most people don’t understand how bonds work. … Continue reading
Do the Recent Changes to HARP Benefit You? – March 2012 Newsletter
In a partnership with Fannie Mae and Freddie Mac, the Obama Administration created the Home Affordable Refinance Program (HARP) in 2009 to assist homeowners who had lost property value since their previous mortgage. Since the program’s inception, thousands of homeowners … Continue reading
Are You and Your College-Age Child Prepared for a Medical Emergency? – February 2012 Newsletter
Phil is a 19-year-old college student, who was seriously injured in an automobile accident. His condition is now stable and he’s expected to improve. However, he is not yet able to communicate and some decisions must be made … Continue reading
Headlines Screamed Terror Again in 2011. What Actually Happened? – Year End Newsletter
Happy New Year, everyone! Welcome to another exciting year of investing. It will no doubt be packed with rousing headlines like we saw in 2011, especially considering it’s an election year.
What a time to be a money manager. With the … Continue reading
Special Announcement – Redwood Grows Roots
Redwood Grows Roots
Redwood focuses on smart growth by only adding advisors who will truly enhance our ability to serve our clients. Therefore, we are proud to announce our newest addition to the Redwood talent base by introducing Patrick Dailey. He … Continue reading
Year-end Tax Savings and Strategies – November 2011 Newsletter
Every time I meet a client and ask them what their biggest expense is, most folks say it’s their house, kid’s education, or spouse spending too much money! But, for almost everyone, taxes are your biggest expense. With … Continue reading
Investors are Mad as Hell – October 2011 Newsletter
I was reading the WSJ this weekend and thought we should address this market volatility issue. When I say volatility, I mean the frequent ups and downs in the value of your stock portfolio over the last few months. Some … Continue reading
Cover Yourself – September 2011 Newsletter
When I plan a trip, I try to talk to other people who have traveled to the same destination to get tips on places I should visit, things I should do, and places I should eat. When my wife … Continue reading
What’s AMT and How Does It Affect Me? – August 2011 Newsletter
Alternative minimum tax (AMT) was originally created 40 years ago to capture tax on the most wealthy of Americans who were avoiding paying taxes via various tax shelters and schemes. It was broadened to its current form in the 1980s … Continue reading
The U.S. Debt Ceiling and World Economy: It’s not as bad as it appears. – July 2011 Newsletter
“Have you guys seen food and gas prices lately? U.S. $ will soon be worthless if the Fed keeps printing money.”
Can you guess who said – or should I say – “tweeted” this? (Is that a word?) … Continue reading
